ResponsibilitiesAnalyze clients financial @ Rianshi Developers

Job Description

We are looking for a Financial Planner to help clients manage their finances. You will be our clients trusted advisor in areas including investments, cash flow, savings and debt management.

Our financial planner should be an effective communicator with experience in financial planning and business development. If youre analytical, meticulous and customer-oriented, wed like to meet you.

Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.

ResponsibilitiesAnalyze clients financial statuses (e.g. income, expenses and liabilities)Examine and suggest financial opportunities (e.g. insurance plans, investments)Develop sound plans and budgets for clientsCustomize financial plans according to clients changing needsHelp clients implement their plans and carry out transactionsPresent and sell suitable financial products and servicesFind and approach prospective clientsBuild strong relationships to retain existing clientsMaintain updated knowledge of regulations, practices and financial products any interested Applicants are expected to submit their updated resume to hidden_email

Employement Category:

Employement Type: Full time
Industry: Investment Banking / Venture Capital / Private Equity
Role Category: Investment Banking / Venture Capital / Private Equity
Functional Area: Not Applicable
Role/Responsibilies: ResponsibilitiesAnalyze clients financial

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Keyskills:   securities investment products training programs investment management wealth management financial services investment strategies client relationships team support client facing